Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$168K Buy
2025
Q2
$14.7K Sell
2025
Q1
$15.1K Hold
2024
Q4
$13.3K Sell
2024
Q3
$875K Buy
2024
Q2
$982K Buy
2024
Q1
$1.24M Buy